F5's Q4 2025 Earnings: What to Expect

Core Insights - F5, Inc. is a Seattle-based company specializing in multi-cloud application security and delivery solutions, with a market cap of $18.9 billion and operations across various global regions [1] Financial Performance - F5 is expected to announce its fourth-quarter results on October 27, with analysts predicting an adjusted profit of $3.19 per share, reflecting a 7.8% increase from $2.96 per share in the same quarter last year [2] - For the full fiscal year 2025, F5's adjusted EPS is projected to be $12.15, a 16.3% increase from $10.45 in 2024, with further growth expected in fiscal 2026 to $12.77 per share, representing a 5.1% year-over-year increase [3] Stock Performance - F5's stock has increased by 51.7% over the past 52 weeks, outperforming the Technology Select Sector SPDR Fund's 27.7% and the S&P 500 Index's 17.9% during the same period [4] - Following the release of its Q3 results, F5's stock surged 4.8%, driven by a 39% increase in systems revenues and a 16% growth in software revenues, leading to a 26% year-over-year increase in product revenues to $388.8 million [5] Earnings and Margins - F5's overall revenue for the quarter reached $780.4 million, up 12.2% year-over-year and exceeding market expectations by 3.6%, with adjusted net income rising 22.3% year-over-year to $243.2 million [6] Analyst Ratings - Despite strong financial performance, F5 maintains a consensus "Hold" rating among analysts, with 13 analysts providing varied opinions: two "Strong Buys," one "Moderate Buy," nine "Holds," and one "Moderate Sell" [6]